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Estate Planning is one of the biggest issues facing advisers and their clients. So we’ve put together this event for you to look at the wider estate planning market as well as the many legislative changes that impact on client’s plans.
Join us on June 16th 11 am
The event will be chaired by Vince Smith-Hughes, Adviser Home Director with case studies from Paul Squirrell, Head of Retirement Savings and Development at Fidelity Adviser Solutions and Peter Steele, Retail Operations Director at Seneca Partners. The panel will be joined by Lisa Best, Adviser Home Director Tax Efficient Solutions.
We know from many years running and attending adviser events that it’s the case studies that create the most impact. Advisers want to know how the various issues around estate planning actually affect their clients in practice. So we’ve made case studies the core of this event.
Case Study focus
Fidelity's Paul Squirrell explains why the changes to the IHT rules on pensions next year means that many aspects such as the value of withdrawals, whether to take tax free cash, utilising the gifting rules and whether to annuitise all or part of your fund need to be reconsidered.
Seneca’s Peter Steele will cover:
Business Relief: Between a rock and a hard place.
Will outperformance be enough for AIM to stack up against 100% IHT relief?
Join us on June 16th 11 am
The session will last an hour with time for adviser questions during the open panel session.
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